SUMMARY:
Assessment of client financial needs and circumstances.
POSITION INFO:
A year internship as financial advisor.
Qualifications:
- 3-year Finance-related degree (preferably B.Com Finance)
Experience:
Duties include but are not limited to:
- Undertake highly technical analytical work.
- Assessment of client financial needs and circumstances.
- Carrying out research and analyzing products and services that is appropriate to each client’s financial circumstances.
- Proposing solutions and drafting financial recommendations that meet each client’s goals, needs, and objectives.
- Developing productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organization.
- Keep up to date with product information.
- Preparing investment-, retirement-, estate-, and long term risk proposals.
- Public speaking and presentations
- Traveling to Corporate clients for practical experience in giving financial advice and retirement benefit counseling.
